[ Business Planning Workshop ]

A structured workshop to clarify profit, cashflow and the next 36 months of growth.

Designed for $1M–$10M owners who want to step back from the day-to-day and build a real commercial roadmap — financials, operations, team, risk and personal alignment, in one room.

Book a workshop →Speak with our team

[ What this actually is ]

Most owners decide reactively. This is the room where you stop.

This workshop is built to step away from the inbox and build a clear commercial roadmap for the next 12–36 months — owned by you, supported by us.

We work through financial performance, business structure, cashflow, profitability, pricing, staffing, operational bottlenecks, growth opportunities, risk and personal goals.

Not theory. Practical planning with real commercial outcomes.

[ Who it's for ]

Ambitious operators between $1M and $10M in revenue.

→Builders & trades businesses
→Professional service firms
→Agencies
→Project management firms
→Hospitality groups
→Growing family businesses
→Founders preparing to scale
→Owners feeling stuck
→Cashflow pressure despite revenue
→Growing teams
→Owners wanting more control & direction

[ Workshop outcomes ]

What you walk out with — documented.

Four deliverables. Every owner leaves with the same structured set, tailored to their business.

01

Clear financial direction

  • ·Revenue targets
  • ·Profit targets
  • ·Cashflow visibility
  • ·Debt reduction strategy
  • ·Tax planning opportunities

02

Business growth strategy

  • ·Growth priorities
  • ·Pricing review
  • ·Operational improvements
  • ·Team structure planning
  • ·Efficiency opportunities

03

Strategic clarity

  • ·Short-term priorities
  • ·Medium-term goals
  • ·Long-term vision
  • ·Risk identification
  • ·Accountability framework

04

Action plan

  • ·Documented action items
  • ·Timelines
  • ·Priorities
  • ·Measurable outcomes

[ Workshop breakdown ]

Five sections. One commercial plan.

01

Business & financial review

Current financial position, profitability, margins, revenue mix, cashflow, debt position, business structure and tax exposure — on the table together.

02

Operational review

Team structure, workflow, systems, operational bottlenecks, scalability, owner dependency and internal accountability — examined honestly.

03

Strategic planning session

Build the growth roadmap: financial targets, operational priorities, hiring plan, investment strategy and risk mitigation.

04

Personal alignment

Align the business strategy with lifestyle, family, wealth creation, time freedom and the long-term vision behind the work.

05

Action plan & accountability

Practical action plan, implementation priorities, measurable targets and a clear set of next steps — owned and dated.

[ Optional add-ons ]

Extend the rhythm beyond the room.

The workshop is the catalyst. Most owners pair it with one or more of these to keep the plan alive across the year.

+Quarterly Strategy Reviews
+Monthly Accountability Meetings
+CFO Advisory
+Cashflow Forecasting
+Tax Planning
+Profit Improvement Reviews
+Business Restructuring
+Succession Planning

[ Next step ]

Book the workshop. Walk out with a plan.

We respond inside one business day with available dates and a short pre-work brief. Pair with a Personal Planning Workshop for full alignment.

Book a workshop →